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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,710 | $79,894+36.1% | $135,792-19.9% | $82,637+31.6% |
| Participation rate | 11.4% | 63.0%-51.6pp | 72.6%-61.2pp | 68.1%-56.6pp |
| Annual return | 12.19% | 17.20%-5.0pp | 25.96%-13.8pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $688 | $3,194-78.5% | $4,759-85.5% | $4,126-83.3% |
| Admin fee / account holder | $2,515 | $6,434-60.9% | $12,266-79.5% | $7,339-65.7% |